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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in generating new business and sourcing loan opportunities while managing an active loan pipeline. Proficient in building relationships with borrowers and referral partners, evaluating financing opportunities, and negotiating loan terms within established guidelines.
Highest-signal resume keywords
Loan OriginationRelationship BuildingPipeline ManagementNegotiation SkillsCRM Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan StructuringFinancing EvaluationSales Activity MonitoringProduction Target AchievementReferral Network Development
Soft Skills
Customer Relationship ManagementCommunication SkillsProblem-Solving
Tools & Technologies
CRM Software
Industry Keywords
Real Estate MarketsLending TrendsCompetitive OfferingsIndustry EventsNetworking Opportunities
About the role
Key responsibilities & impact- Generate new business and source loan opportunities through direct outreach, existing relationships, and referral partners
- Build and maintain relationships with borrowers, investors, builders, developers, brokers, and other referral partners
- Evaluate financing opportunities, structure loan scenarios, and negotiate terms within Dunmor's lending guidelines
- Meet or exceed monthly loan origination targets
- Develop repeat business and referrals through strong customer relationships
- Maintain knowledge of local real estate markets, lending trends, and competitive offerings
- Manage an active loan pipeline with timely follow-up from initial opportunity through closing
- Maintain accurate prospect, customer, and loan information in the CRM
- Monitor sales activity, pipeline performance, and production results to identify improvement opportunities
- Coordinate with Customer Care, Credit, and other internal teams to support timely processing and closing
- Serve as the primary customer contact throughout the financing process, communicate updates, and help resolve issues
- Represent Dunmor at industry events, conferences, and networking opportunities
- Build awareness of Dunmor's lending programs within assigned markets
- Follow up with industry contacts to develop relationships and generate loan opportunities
Requirements
What you’ll need- Ability to build relationships and develop new business
- Ability to guide borrowers through the financing process
- Ability to consistently meet monthly production targets
- Ability to develop a strong referral network
- Ability to manage an active loan pipeline from initial opportunity through closing
- Ability to source new loan opportunities through direct outreach, existing relationships, and referral partners
- Ability to evaluate financing opportunities, structure loan scenarios, and negotiate terms consistent with Dunmor's lending guidelines
- Knowledge of local real estate markets, lending trends, and competitive offerings
- Ability to maintain accurate and current prospect, customer, and loan information in the CRM
- Ability to monitor sales activity, pipeline performance, and production results
- Ability to coordinate with Customer Care, Credit, and other internal teams
- Ability to represent Dunmor at industry events, conferences, and networking opportunities